Everbridge, Inc.
EVBGDelisted Jul 2, 2024- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001437352
Everbridge, Inc. was delisted on Jul 2, 2024; its insiders filed their last Form 4 on Jul 2, 2024; 154 institutions reported holding it in 13F filings for Q2 2024, worth $1.25B in total; no superinvestor held it.
13F holders, Q4 2021
Institutional positions in Everbridge, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 268
- −14 vs. Q3 2021
- Shares held
- 38.4M
- −2.64M (−6.4%) vs. Q3 2021
- Total value
- $2.59B
- −$3.62B (−58.3%) vs. Q3 2021
- New holders
- 60
- 110 more added
- Sold out
- 74
- 68 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EVBG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 1 | $5.46K |
| Q2 2024 | 154 | $1.25B |
| Q1 2024 | 179 | $1.29B |
| Q4 2023 | 175 | $899.8M |
| Q3 2023 | 176 | $822.6M |
| Q2 2023 | 185 | $1.01B |
| Q1 2023 | 210 | $1.28B |
| Q4 2022 | 218 | $1.08B |
| Q3 2022 | 216 | $1.14B |
| Q2 2022 | 214 | $1.08B |
| Q1 2022 | 235 | $1.62B |
| Q4 2021 | 268 | $2.59B |
| Q3 2021 | 285 | $6.21B |
| Q2 2021 | 287 | $5.49B |
| Q1 2021 | 306 | $4.71B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Everbridge, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3 | $0 | 0.00% | +3 | New |
| PSI Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| TD Private Client Wealth LLC | 5 | $337 | 0.00% | +5 | New |
| TCI Wealth Advisors, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $1.00K | 0.00% | −4−26.7% | Reduced |
| Evoke Wealth, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Glassman Wealth Services | 10 | $1.00K | 0.00% | +10 | New |
| FinTrust Capital Advisors, LLC | 23 | $2.00K | 0.00% | −96−80.7% | Reduced |
| CVA Family Office, LLC | 25 | $2.00K | 0.00% | +25 | New |
| CoreCap Advisors, LLC | 30 | $2.00K | 0.00% | +30 | New |
| Clearview Wealth Advisors LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 50 | $3.00K | 0.00% | +44+733.3% | Added |
| Farmers & Merchants Investments Inc | 48 | $3.00K | 0.00% | +48 | New |
| SJS Investment Consulting Inc. | 51 | $3.00K | 0.00% | +51 | New |
| Covestor Ltd | 46 | $3.00K | 0.00% | +46 | New |
| Leonteq Securities AG | 51 | $3.43K | 0.00% | −2,796−98.2% | Reduced |
| Nisa Investment Advisors, LLC | 85 | $4.00K | 0.00% | −200−70.2% | Reduced |
| Corbenic Partners LLC | 76 | $5.00K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 67 | $5.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 81 | $5.00K | 0.00% | +81 | New |
| Allspring Global Investments Holdings, LLC | 102 | $5.00K | 0.00% | +102 | New |
| Fortitude Advisory Group L.L.C. | 75 | $5.00K | 0.00% | +75 | New |
| Kistler-Tiffany Companies, LLC | 84 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 88 | $6.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 100 | $7.00K | 0.00% | −34−25.4% | Reduced |
| Allworth Financial LP | 125 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 146 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 151 | $10.0K | 0.00% | +50+49.5% | Added |
| Parallel Advisors, LLC | 159 | $11.0K | 0.00% | +96+152.4% | Added |
| Signaturefd, LLC | 176 | $12.0K | 0.00% | +50+39.7% | Added |
| Manchester Capital Management LLC | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 220 | $15.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 248 | $17.0K | 0.00% | +248 | New |
| Pinebridge Investments, L.P. | 300 | $20.0K | 0.00% | +300 | New |
| Koshinski Asset Management, Inc. | 298 | $20.1K | 0.00% | +298 | New |
| Simon Quick Advisors, LLC | 363 | $24.0K | 0.01% | −217−37.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 438 | $30.0K | 0.00% | −71−13.9% | Reduced |
| Westside Investment Management, Inc. | 600 | $40.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 614 | $41.0K | 0.00% | −7,556−92.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 700 | $47.0K | 0.00% | +300+75.0% | Added |
| American International Group, Inc. | 728 | $49.0K | 0.00% | −25−3.3% | Reduced |
| Amundi | 1,091 | $61.0K | 0.00% | −8,504−88.6% | Reduced |
| Macquarie Group Ltd | 957 | $64.0K | 0.00% | −1,162,208−99.9% | Reduced |
| Lindbrook Capital, LLC | 1,018 | $69.0K | 0.01% | +953+1,466.2% | Added |
| Catalyst Capital Advisors LLC | 1,145 | $77.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,173 | $79.0K | 0.00% | +947+419.0% | Added |
| Natixis Investment Managers International | 1,549 | $104.0K | 0.01% | −673−30.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 2,178 | $147.0K | 0.00% | −16−0.7% | Reduced |
| Dark Forest Capital Management LP | 2,534 | $171.0K | 0.06% | +2,534 | New |
| Metropolitan Life Insurance Co | 2,550 | $171.7K | 0.00% | −21−0.8% | Reduced |
| US Bancorp | 2,957 | $199.0K | 0.00% | −1,522−34.0% | Reduced |
| Pearl River Capital, LLC | 3,040 | $205.0K | 0.06% | +1,093+56.1% | Added |
| First Hawaiian Bank | 3,120 | $210.0K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 3,163 | $210.0K | 0.00% | +868+37.8% | Added |
| Boothbay Fund Management, LLC | 3,207 | $216.0K | 0.01% | +3,207 | New |
| The PNC Financial Services Group, Inc. | 3,303 | $223.0K | 0.00% | +407+14.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 3,339 | $225.0K | 0.00% | −472−12.4% | Reduced |
| CPWM, LLC | 1,518 | $229.0K | 0.02% | 00.0% | Unchanged |
| Montanaro Asset Management Ltd | 3,550 | $239.0K | 0.02% | +700+24.6% | Added |
| Quadrature Capital Ltd | 3,574 | $241.0K | 0.01% | +3,574 | New |
| Fox Run Management, L.L.C. | 3,627 | $244.0K | 0.14% | +3,627 | New |
| Spearhead Capital Advisors, LLC | 3,824 | $257.0K | 0.03% | +337+9.7% | Added |
| Prelude Capital Management, LLC | 3,851 | $259.0K | 0.01% | +3,851 | New |
| Veritable, L.P. | 3,957 | $266.0K | 0.00% | −233−5.6% | Reduced |
| Principal Financial Group Inc | 4,067 | $274.0K | 0.00% | −88,950−95.6% | Reduced |
| Blueshift Asset Management, LLC | 4,080 | $275.0K | 0.02% | +4,080 | New |
| Commonwealth Equity Services, LLC | 4,171 | $280.0K | 0.00% | +1,178+39.4% | Added |
| Xponance, Inc. | 4,173 | $281.0K | 0.00% | −188−4.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,200 | $283.0K | 0.10% | +4,200 | New |
| Stifel Financial Corp | 4,387 | $295.0K | 0.00% | −2,640−37.6% | Reduced |
| PEAK6 Investments LLC | 4,378 | $295.0K | 0.01% | +4,378 | New |
| DekaBank Deutsche Girozentrale | 4,610 | $303.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 4,720 | $317.0K | 0.02% | +4,720 | New |
| Pictet Asset Management SA | 4,727 | $318.0K | 0.00% | −473,359−99.0% | Reduced |
| Synovus Financial Corp | 4,778 | $322.0K | 0.00% | +4,778 | New |
| HSBC Holdings PLC | 4,915 | $328.0K | 0.00% | +4,915 | New |
| Winton Group Ltd | 4,880 | $329.0K | 0.02% | +4,880 | New |
| Public Employees Retirement Association of Colorado | 4,911 | $331.0K | 0.00% | −145,563−96.7% | Reduced |
| Tower Research Capital LLC (TRC) | 4,935 | $332.0K | 0.01% | +4,613+1,432.6% | Added |
| Choate Investment Advisors | 5,121 | $345.0K | 0.02% | 00.0% | Unchanged |
| Prudential Financial Inc | 2,225 | $349.0K | 0.00% | −14−0.6% | Reduced |
| Shell Asset Management Co | 5,213 | $351.0K | 0.01% | +24+0.5% | Added |
| Aigen Investment Management, LP | 4,943 | $359.0K | 0.02% | +4,943 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,599 | $377.0K | 0.00% | +1,635+41.2% | Added |
| UBS Group AG | 5,608 | $378.0K | 0.00% | −2,219−28.4% | Reduced |
| BNP Paribas Arbitrage, SA | 5,615 | $378.1K | 0.00% | −90−1.6% | Reduced |
| Standard Life Aberdeen plc | 5,635 | $380.0K | 0.00% | −15,936−73.9% | Reduced |
| Motive Wealth Advisors | 5,737 | $386.0K | 0.23% | −143−2.4% | Reduced |
| Affinity Investment Advisors, LLC | 5,790 | $390.0K | 0.16% | +32+0.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,933 | $399.0K | 0.09% | +5,933 | New |
| Astrantus Ltd | 6,329 | $426.0K | 0.32% | +6,329 | New |
| Cresset Asset Management, LLC | 6,379 | $430.0K | 0.00% | +1,387+27.8% | Added |
| Banque Cantonale Vaudoise | 6,825 | $459.0K | 0.02% | +1,240+22.2% | Added |
| PDT Partners, LLC | 7,015 | $472.0K | 0.04% | +7,015 | New |